About the Position

Energy Exemplar espouses ‘Salesforce to become our single source of truth’ and to that end wishes to fully leverage efficiencies and capabilities within Salesforce. Therefore, Energy Exemplar requires a pro-active Salesforce Expert with superior certified Administrator skills. This role will be ‘key’ to delivering our Salesforce system to meet our immediate and future needs. The contributions made in this role will help to increase pipeline, customer experience, account management and ROI.

To achieve these objectives Energy Exemplar is seeking candidates who will ‘invest’ in our Core Values, supported by:

• Seven plus years of experience as a Salesforce.com (SFDC) Administrator with strong proficiency as an administrator and in solution creation.
• Comfortable in ‘drilling-down’ to fully determine real requirements. Then filtering and prioritizing requirements accordingly.
• Provide process and data insights that will deliver efficiencies to Energy Exemplar (EE) Salesforce architecture.
• Administer and Configure EE Salesforce platform as approved and deliver agreed objectives.
• Accepting of change in a fast-moving environment.

Key Stakeholder Relationships

This role works collaboratively with all Energy Exemplar staff and in particular:

• Sales and Account Managers Globally (Troubleshoot and Assist)
• Service Teams
• Marketing Team (Hub Spot and Campaigns)
• Finance Team
• Operations Team

Primary Responsibilities

• Serve as primary system administrator for EE Salesforce.com environment with 100+ users
• Maintain user roles, security, profiles, and workflow rules wherever necessary.
• Manage change control for all EE Salesforce instance
• Analyze unused fields, objects and reports and recommend items to remove Maintain the consistency of the workflow and confidentiality of the business for EE
• Manages all administrative functions, such as maintenance of user accounts, records, dashboards, backups, and other tasks as needed
• Provides training to users in the organization to make them skilled for participating in Salesforce-related processes
• Serves as a link connecting the application developers (or 3rd Party), business personnel and users
• Responsible for creating and maintaining reports in Salesforce.com and extracting insights from data for advancing business revenue
• Complete regular internal system audits and prepare for upgrades
• Manage Salesforce.com data feeds and other integrations (ex. Netsuite, Hubspot, Docusign, middleware, other Finance tools, etc.)
• Coordinate the evaluation, scope, and completion of new development requests.
• Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities
• Develop Custom Objects, Custom Reports and configure data feeds for sales performance and lead generation statistics
• Create and deliver end-user training to internal administrators, power users, executive teams, sales teams, customer service representatives, and marketing teams.
• Design security models, fields, page layouts, workflow rules, reports, and dashboards.
• Develop and enhance our Salesforce environment to support business operations and processes, integrate with various business systems
• Participates in project planning, scoping, and estimating
• Responsible for ensuring the compliance with all regulatory compliance within area of responsibility and reporting potential issues to management
• Maintains strict confidentiality in all departmental and company matters

Candidate Requirements & Qualifications

• Experience in Salesforce Sales Cloud, Support Cloud, Community Cloud, and Knowledge
• Salesforce Administrator (Lightning and Classic)
• Business Requirements Gathering
• Report and Dashboard Building in Salesforce (Enterprise and Einstein)
• Sandbox: Development and Deployment into Production of new functionality
• UAT and Training
• Problem Solving Skills
• Excellent oral and written communication skills
• Educated to Degree Level
• Certified Salesforce Administrator (ADM 201 and ADM 211)
• Fluent English